Create

Fast, Consistent and Simple

When creating a piece of financial research, you start by creating a new document within Create, and specifying the subject.  Blue Curve quickly builds you a Microsoft Office document, highly formatted and laid out exactly to the BluePrint specification. 

The document is also populated with the latest data and content drawn from the Insight database, or other data sources using the BluePrint Web Services Interface.

You can quickly add further content, as you would in any Office document, and use the Create Productivity Tools to create highly formatted and correctly laid out charts and tables in your corporate design.

The finished report is submitted to the Blue Curve database, allowing it to be further processed and shared with others in the team. 

During this processing cycle, Blue Curve extracts all the content from the report and stores it as a series of connected components, each in their native format.  This unique feature allows you to re-use charts, tables, images and text in other documents, on a web-site and in an email without any reformatting or manual effort.  Read more about Blue Curve's unique component architecture here.

Create Benefits

• Automatically generate documents from pre-defined layout templates in Microsoft Word or PowerPoint; 
• Automatically populate documents with pre-defined database content, and update it on demand;
• Allow users to modify the parameters of the automated content to tailor the document;
• Easily insert adhoc charts, tables and other content whilst letting the software control formatting, colours and layout;
• Automatically build composite reports from previously created content – great for reviews, monthly overviews, morning meeting packs and estimates books;
• Work locally or whilst on the move using Microsoft Office.

BluePrint

Create is designed around a unique template architecture which sees the document as a collection of components, each with their own style, layout and automation features.

New for Blue Curve⁵, BluePrint provides you with the ability to manage the template and component libraries through a simple and robust interface.  No programming knowledge required and no expensive consultants. 

• Create, Edit and Delete components, including tables, charts, images and text;
• Define automation features for the document build and document edit phases;
• Build templates using a WYSIWYG interface in Microsoft Word - familiar and flexible;
• Combine templates into composite reports for automation of larger documents;
• Use the inbuilt functions to separate development, test and production environments and for easy rollout of templates.